2023 Form 5500 filing — Forest Lawn Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014215946NAL0028354833001) for Forest Lawn Retirement Plan, reported by Forest Lawn Memorial-Park Assoc under EIN 95-0743320 and plan number 333. It reports 1,890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014215946NAL0028354833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forest Lawn Memorial-Park Assoc
- EIN
- 95-0743320
- Plan number
- 333
- Location
- Glendale, CA
- Participants
- 1,890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,611,072
- Total liabilities (EOY)
- $173,800
- Net assets (EOY)
- $80,437,272
- Total income / additions
- $9,034,819
- Benefits paid
- $4,784,271
- Administrative expenses
- $275,488
- Total expenses
- $5,059,759
- Net increase / (decrease)
- $3,975,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Investment Group | INVESTMENT ADVISOR | $207,594 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $65,476 | not reported in the loaded dataset |